Form 13-F position report

ZILLOW GROUP INC

Reported by HILLMAN CO

Z CUSIP 98954M200 Manager CIK 0001036288

Reported 348,301 shares, unchanged from the prior quarter.

Reported value -11.5%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 8.24% This manager · Q4 2025
Shares 348,301 Quarter-end amount reported
Reported value $23,761,094 Fair value at quarter end
Consecutive quarters held 6 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-09-30 11824765
2024-12-31 25791689
2025-03-31 23879517
2025-06-30 24398485
2025-09-30 26836592
2025-12-31 23761094
2026-03-31 14412695
2026-06-30 10978448
2026-09-30 9449406

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for ZILLOW GROUP INC held by HILLMAN CO.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Unchanged 348,301 0 (0.0%) 3.63% $9,449,406 2026-10-28
Q2 2026 Unchanged 348,301 0 (0.0%) 3.88% $10,978,448 2026-07-27
Q1 2026 Unchanged 348,301 0 (0.0%) 5.6% $14,412,695 2026-04-23
Q4 2025 Unchanged 348,301 0 (0.0%) 8.24% $23,761,094 2026-01-16
Q3 2025 Unchanged 348,301 0 (0.0%) 8.29% $26,836,592 2025-10-23
Q2 2025 Unchanged 348,301 0 (0.0%) 9.28% $24,398,485 2025-07-22
Q1 2025 Unchanged 348,301 0 (0.0%) 9.03% $23,879,517 2025-04-25
Q4 2024 Added 348,301 +163,105 (88.1%) 10.92% $25,791,689 2025-01-21
Q3 2024 New 185,196 +185,196 (0.0%) 5.15% $11,824,765 2024-10-21

Who else reported the position

608 managers reported ZILLOW GROUP INC for Q4 2025.

Managers reporting ZILLOW GROUP INC in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Caledonia Private Investments Pty Ltd Reduced 26,084,393 -481,876 34.11% $1,779,477,290 42 qtrs
VANGUARD GROUP INC Reduced 22,597,382 -476,480 0.02% $1,541,593,400 42 qtrs
Independent Franchise Partners LLP Added 10,953,405 +94,569 4.75% $747,241,289 17 qtrs
Capital World Investors Added 10,826,066 +191,058 0.1% $738,554,223 40 qtrs
BlackRock Inc Added 9,979,194 +265,159 0.01% $680,780,631 6 qtrs
FMR LLC Reduced 8,972,996 -3,916,306 0.03% $612,137,789 31 qtrs
TIGER GLOBAL MANAGEMENT LLC Added 6,056,957 +1,011,813 1.39% $413,205,607 4 qtrs
Ninety One UK Ltd Reduced 4,750,009 -75,278 0.69% $324,045,614 10 qtrs
STATE STREET CORPORATION Added 3,838,788 +143,726 < 0.01% $261,882,117 42 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 3,363,657 +55,323 0.01% $228,897,792 42 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
January 16, 2026
Filing type
13F-HR
Position type
CL C CAP STK

Voting authority reported

Sole
261,225
Shared
0
None
87,076

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.